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Tilney achieves STEP Employer Partner status

22 February 2018

Leading UK investment management and financial planning group Tilney has been accredited as a STEP Employer Partner. This status recognises the learning and development the company provides to its working professionals.

STEP is the global professional association for practitioners who advise families across generations. STEP works to improve public understanding of the issues families face with inheritance and succession planning and promotes education and high professional standards among its members. STEP has more than 20,000 members across 95 countries from a range of professions, including lawyers, accountants, financial planners, investment managers and other specialists.

To achieve the status STEP Employer Partner, employers needed to set out their learning and development policies, as well as demonstrating working evidence of these policies through case studies and other examples. Gaining this accreditation is testament to the strength of the learning and development strictures Tilney has in place.

James von Simson, Investment Director at Tilney, commented: “This is a great accolade to achieve. By gaining this status we are able to highlight all the steps we undertake to ensure we not only employ the highest calibre of individuals, but also that we continue with their professional development to keep them at their top of their field.

“The accreditation highlights the strides we take for our employees and our passion for each individual’s progress. We already have a high number of STEP members, but wish for as many of our advisers to join the association as possible. However it is only the start – next step, Gold Status!”

Gemma Copestick, Senior Manager Employer Partnerships at STEP added, “We are delighted to welcome Tilney Group to the STEP Employer Partnership Programme. Tilney has demonstrated commitment to the professional development of its staff, within a supportive learning culture. We congratulate the Group on this well-deserved accreditation.”

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About Tilney

Tilney is a leading investment and financial planning group that builds on a heritage of more than 180 years. Our clients are private investors, charities and professional intermediaries who trust us with over £23 billion of their assets. We offer a range of services including financial planning, investment management and advice and, through our Bestinvest service, a leading online platform for those who prefer to manage their own investments.

We have won numerous awards. Tilney has been awarded Best Conventional Advisory Service at the 2018 City of London Wealth Management Awards, Best Advisory Service in the 2015 City of London Wealth Management Awards; Investment Award – Cautious category in the Private Asset Management Awards; and Stockbroker of the Year, Execution-only Stockbroker of the Year and Self-select ISA Provider of the Year 2015, as voted by readers of the Financial Times and Investors Chronicle. Bestinvest was voted Best SIPP Provider and Best Fund Platform at the 2017 City of London Wealth Management Awards, Best Direct SIPP Provider at the YourMoney.com Awards 2017, Best Stocks & Shares ISA Provider at the 2017 Shares Awards, as well as Best Self Select ISA Provider, Best Online/Execution-only Stockbroker and Best Investment Platform 2017 at the FT and Investors Chronicle Investment and Wealth Management Awards, as voted by readers of the FT and Investors Chronicle.

Headquartered in Mayfair, London, the Tilney Group employs over 1,000 staff across our network of 30 offices, enabling us to support clients with a local service throughout the UK.

Jason Hollands

Katy Moore

The value of your investment can go down as well as up, and you can get back less than you originally invested.

Past performance or any yields quoted should not be considered reliable indicators of future returns. Restricted advice can be provided as part of other services offered by Tilney Group, upon request and on a fee basis. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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